Rothschild Investment LLC’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Sell |
455
-101
| -18% | -$6.88K | ﹤0.01% | 902 |
|
|
2025
Q1 | $39.4K | Sell |
556
-175
| -24% | -$12.4K | ﹤0.01% | 840 |
|
|
2024
Q4 | $49.4K | Buy |
731
+151
| +26% | +$10.2K | ﹤0.01% | 781 |
|
|
2024
Q3 | $37.9K | Sell |
580
-105
| -15% | -$6.86K | ﹤0.01% | 847 |
|
|
2024
Q2 | $36.6K | Sell |
685
-43
| -6% | -$2.3K | ﹤0.01% | 827 |
|
|
2024
Q1 | $39.1K | Buy |
728
+140
| +24% | +$7.53K | ﹤0.01% | 784 |
|
|
2023
Q4 | $36.4K | Buy |
+588
| New | +$36.4K | ﹤0.01% | 724 |
|